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Essential Investment Partners’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Essential Investment Partners’s Portfolio FBT Stock Details FBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$822K Hold
3,316
– – 0.66% 41
2026
Q1 		$666K Sell
3,316
-15
-0.5% -$3.1K 0.62% 47
2025
Q4 		$688K Buy
+3,331
New +$666K 0.65% 45

Other funds holding FBT

AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Essential Investment Partners's FBT Position: Q2 2026 in Review

Essential Investment Partners held its First Trust NYSE Arca Biotechnology Index Fund (FBT) position steady in Q2 2026 at 3,316 shares worth $822K. The position accounts for 0.66% of the portfolio, ranked #41.

Essential Investment Partners first reported a position in FBT in Q4 2025 and has held it in 3 quarters since. 70 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

  • Essential Investment Partners held 3,316 shares of First Trust NYSE Arca Biotechnology Index Fund worth $822K as of Q2 2026.
  • Essential Investment Partners left its First Trust NYSE Arca Biotechnology Index Fund share count unchanged in Q2 2026.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.66% of Essential Investment Partners's portfolio in Q2 2026, its #41 holding.
  • Essential Investment Partners first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2025 and has held it in 3 quarters since.
  • 70 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.